SDAM
Shulman DeMeo Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
13,577
-242
| -2% | -$39.5K | 0.55% | 17 |
|
|
2025
Q1 | $2.18M | Sell |
13,819
-238
| -2% | -$37.6K | 0.61% | 14 |
|
|
2024
Q4 | $2.6M | Sell |
14,057
-229
| -2% | -$42.4K | 0.7% | 13 |
|
|
2024
Q3 | $2.21M | Buy |
14,286
+7,082
| +98% | +$1.1M | 0.54% | 17 |
|
|
2024
Q2 | $2.03M | Sell |
7,204
-111
| -2% | -$31.3K | 0.53% | 17 |
|
|
2024
Q1 | $2.32M | Sell |
7,315
-48
| -0.7% | -$15.2K | 0.62% | 17 |
|
|
2023
Q4 | $1.49M | Buy |
7,363
+80
| +1% | +$16.1K | 0.42% | 17 |
|
|
2023
Q3 | $1.13M | Sell |
7,283
-58
| -0.8% | -$9.01K | 0.38% | 24 |
|
|
2023
Q2 | $919K | Sell |
7,341
-414
| -5% | -$51.8K | 0.27% | 34 |
|
|
2023
Q1 | $944K | Buy |
7,755
+2
| +0% | +$243 | 0.3% | 34 |
|
|
2022
Q4 | $891K | Buy |
7,753
+25
| +0.3% | +$2.87K | 0.3% | 34 |
|
|
2022
Q3 | $911K | Sell |
7,728
-33
| -0.4% | -$3.89K | 0.32% | 30 |
|
|
2022
Q2 | $861K | Sell |
7,761
-1,023
| -12% | -$113K | 0.28% | 36 |
|
|
2022
Q1 | $1.27M | Sell |
8,784
-267
| -3% | -$38.7K | 0.35% | 32 |
|
|
2021
Q4 | $1.53M | Sell |
9,051
-117
| -1% | -$19.8K | 0.4% | 27 |
|
|
2021
Q3 | $1.63M | Buy |
+9,168
| New | +$1.63M | 1.41% | 12 |
|
|
2021
Q2 | – | Sell |
-9,122
| Closed | -$1.64M | – | 145 |
|
|
2021
Q1 | $1.64M | Buy |
9,122
+274
| +3% | +$49.1K | 0.45% | 22 |
|
|
2020
Q4 | $901K | Buy |
8,848
+400
| +5% | +$40.7K | 0.26% | 43 |
|
|
2020
Q3 | $764K | Sell |
8,448
-227
| -3% | -$20.5K | 0.26% | 45 |
|
|
2020
Q2 | $711K | Buy |
8,675
+24
| +0.3% | +$1.97K | 0.28% | 40 |
|
|
2020
Q1 | $368K | Sell |
8,651
-988
| -10% | -$42K | 0.17% | 58 |
|
|
2019
Q4 | $708K | Buy |
9,639
+511
| +6% | +$37.5K | 0.25% | 41 |
|
|
2019
Q3 | $621K | Buy |
9,128
+164
| +2% | +$11.2K | 0.21% | 52 |
|
|
2019
Q2 | $583K | Buy |
8,964
+466
| +5% | +$30.3K | 0.21% | 48 |
|
|
2019
Q1 | $478K | Buy |
+8,498
| New | +$478K | 0.18% | 55 |
|